Account Type******** ******Account Owner**** ****Account Opps/Deals***** *****Closed Won • Feb 25****K $Closed
***** ********Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Rbc Wealth ManagementFirst Vice President Wealth ManagementJan 25 - PresentRbcVice President & Financial AdvisorMar 20 - PresentMerrill LynchAVP & Senior Financial AdvisorMar 12- Mar 20
Elad TzuberyVP FinanceView Profile, Elad TzuberySunil AnnapareddyManaging Director Private CreditView Profile, Sunil AnnapareddyHelder GuimaraesChief Financial OfficerView Profile, Helder Guimaraes